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Simplicity Wealth’s Edison International EIX Stock Holding History

Simplicity Wealth’s Portfolio EIX Stock Details EIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,137
Closed -$441K – 695
2024
Q2 		$441K Sell
6,137
-287
-4% -$20.8K 0.01% 806
2024
Q1 		$454K Buy
+6,424
New +$439K 0.01% 770

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Simplicity Wealth's EIX Position: Q3 2024 in Review

Simplicity Wealth sold out of Edison International (EIX) in Q3 2024, closing a stake of 6,137 shares — an estimated $441K sold.

Simplicity Wealth first reported a position in EIX in Q1 2024 and held it in 2 quarters. The position peaked at $454K in Q1 2024. 874 funds tracked by Wall St. Rank hold EIX as of Q3 2024.

  • Simplicity Wealth reported no remaining Edison International position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 6,137 Edison International shares in Q3 2024, an estimated $441K.
  • Simplicity Wealth first reported a position in Edison International in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Edison International position peaked at $454K in Q1 2024.
  • 874 funds tracked by Wall St. Rank held Edison International as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.